Goelzer charges fees based on a percentage of assets under management, hourly charges, or a fixed fee. For private clients, AUM fees range from 0.5% to 1.5%, with annual minimums ranging from $0 to $10,000. Financial planning is offered for a flat fee, determined by the plan's scope and complexity. All advisory fees are negotiable and may be modified based on various factors. Clients are encouraged to review custodial statements for accuracy.
600 East 96th Street, Suite 130, Indianapolis, IN, 46240
Get directionsGregory is an Indiana licensed insurance agent since 2018 and offers insurance through an outside agency. He dedicates a few hours per week to these activities.